info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Tata Mutual Fund

Tata Money Market Fund- Direct Plan - Daily Reinvestment of IDCW Option

★★★★ monitor_heart Health Score: 77/100 · Good

Tata Mutual Fund · Debt · Money Market Fund

₹1,114.52

+0.0 (+0.0%) trending_up

AUM: ₹33,029 Cr

NAV updated about 2 months ago

Plan

Direct

Option

Idcw

Risk

Low to Moderate

Expense Ratio

0.18%

Exit Load

Nil

Fund Manager

Amit Somani

Inception

Jan 2013

Benchmark

CRISIL Money Market A-I Index

Sharpe Ratio

-30.95

Std Dev (1Y)

0.21%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+0.48%

3m

+1.61%

6m

+3.02%

1y

+6.15%

3y

+7.48%

5y

+6.65%

10y

+6.04%

since inception

+0.0%

rate_review TopFund's Take on Tata Money Market Fund- Direct Plan - Daily Reinvestment of IDCW Option

Tata Money Market Fund- Direct Plan - Daily Reinvestment of IDCW Option holds up reasonably well within the Money Market Fund category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 77/100.

Cost: At 0.18%, the expense ratio is meaningfully cheaper — about 25% below the Money Market Fund category average of 0.24% (based on 64 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -30.95 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 0.21% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to conservative investors prioritising capital stability and predictable income over high growth.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

Financial 98.60%
Unspecified 1.49%
Technology 1.12%
Entities 0.07%

pie_chart Asset Allocation

Certificate of Deposit 58.56%
Commercial Paper 25.43%
Treasury Bills 15.73%
Repo 1.22%
Alternative Investment Fund 0.27%
GOI Securities 0.07%

Frequently Asked Questions about Tata Money Market Fund- Direct Plan - Daily Reinvestment of IDCW Option

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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